Dynamic Wealth Strategies; Why We Work With People Like Us

A market is a volatile place, and many people are concerned about their financial goals. Some feel that this is not the right time to invest. Others have abandoned their financial plan and no longer prioritize essentials like an emergency fund. Yet uncertainties about the economy are bound to happen. You cannot risk postponing your wealth-building strategies because you suspect a recession will happen soon or a fearsome unknown event. 

We talked to wealth-building experts and husband-and-wife team Adam Tau and Rebecca Miller to learn why you should work with people like them for your wealth strategies. 

Who Are Adam Tau and Rebecca Miller?

Adam Tau and Rebecca Miller are the Founders & Owners of Dynamic Wealth Strategies, Inc., a company that stands out from the Fortune 100 companies like Fidelity, TD Ameritrade, Goldman Sachs, etc., by providing ordinary people with innovative ways to build wealth. 

Adam and his wife used to work for Fortune 100 financial companies. When they both came home, they would chat about the standard way of reaching out to potential customers, running meetings, and designing plans that were drilled into them all day, but this didn’t feel genuine to either of them. Rebecca says, “We valued independence, but we both felt we were being backed into a wall, pushed to sell each firm’s proprietary products, even if there were more effective solutions outside of those. We knew there had to be a better way to offer financial advice, even if going at it alone seemed like an uphill battle. Doing it our way meant too much to us to not go for it.” 

This husband/wife team co-founded the business together. They created Dynamic Wealth Strategies, Inc. as an exciting, approachable, and like-minded alternative to a typical firm. This company quickly grew its client base based on the couple’s values. Adam & Rebecca value authenticity. Unlike many companies that are often out to hard-sell something or hit sales goals for a particular product, this couple has an open and honest relationship with their clients and works with them one-on-one to realize their goals. 

Why Work with Rebecca & Adam 

Working with major financial institutions means this dynamic couple has a wealth of knowledge about wealth strategies. They have worked with hundreds of clients who typically don’t leave them – because they feel comfortable, taken care of, and cared for. Since they emphasize building valuable relationships with their clients, it’s not uncommon for clients to recommend DWS to families, friends, or colleagues. 

Dynamic Wealth Strategies stands out from the cookie-cutter financial corporations across New York. Their wealth strategies are innovative and dynamic as they work with each client and develop a solution that works for them. And, in line with the company’s culture, they are not afraid to be themselves and have fun in meetings or educational workshops.

Rebecca and Adam are not out to sell the commonwealth strategies quoted on every financial webpage like stocks and ETFs. Instead, they’ll let you know about underutilized strategies that will work well for you, depending on your financial situation. 

Think about it –

Postponing your plan to build wealth is like setting up a ticking time bomb for your future self. Regardless of how the economy looks, some financial advisors are ready to work with you to secure your financial future. If you’re tired of banks and other mainstream financial institutions always selling their standard deal to you, you can consider working with real people like Rebecca and Adam and the team at DWS. 

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You can check out this incredible couple by linking with them on their social pages. Also, be sure to check out their website for more. 

Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC, and a registered investment advisor. Dynamic Wealth Strategies and MAS are not affiliated entities.